Deann Lewis: Primerica-Financial Services

Primerica is one of the largest financial services marketing companies in North America. Located in St. George, Utah, the firm offers an array of products, such as term life insurance, debt consolidation loans, Primerica DebtWatchers, mutual fund investments, auto/homeowners insurance, variable annuities, long-term care insurance and pre-paid legal. It has insured over 4.3 million lives and more than two million clients maintain investment accounts with the company. Primerica Inc. is a member of the Better Business Bureau (BBB), American Council of Life Insurers, Financial Industry Regulatory Authority (FINRA) and the American Council of Life Insurers (ACLI).

TAKWEALTH, located in Torrance, California, and serving The Greater Los Angeles area, is a modern, boutique wealth management firm that offers individuals, couples, families, and business owners a different financial planning experience. Our technical, data-driven approach and higher service level help you optimize your resources so you can stay on track to achieving your goals. As a fiduciary financial advisor, we're committed to putting your best interests first.